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Government Shutdowns and Your Retirement: What You Need to Know

Current Events, Financial Planning, Legislation /

Government Shutdowns and Your Retirement: What You Need to Know What to Know About the Government Shutdown With government shutdowns becoming more frequent and lasting longer — the most recent one stretched to 35 days, according to Vanguard. Even still, it’s natural to wonder how these events might impact your retirement stability and investment strategy. […]

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Localized Estate Planning Considerations for Small Business Owners in the OBBBA  

Legislation /

Localized Estate Planning Considerations for Small Business Owners in the OBBBA Localized Estate Planning Considerations for Small Business Owners in the OBBBA You’ve poured your energy, time, and money into building your business. And if you’re like other business owners, much your wealth might reside in illiquid assets in your company. One thing you don’t

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What the ‘One Big, Beautiful Bill’ Means for You and Your Wealth Strategy

Legislation /

Client Login What the ‘One Big, Beautiful Bill’ Means for You and Your Wealth Strategy The recently passed One Big, Beautiful Bill Act (OBBBA)—a sweeping federal tax reform signed into law in July 2025—is being hailed as one of the most consequential pieces of tax legislation since the 2017 Tax Cuts and Jobs Act (TCJA). 

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